Concur Delegate Verify Added as Expense Delegate

Environment

Concur

Issue

How can a Concur delegate verify they were properly added as an expense delegate?

Resolution

1. Verify that you (the Concur delegate) are not acting as the employee you are creating the expense report for
2. Select Profile Settings
3. Select Expense Delegate
4. Select Delegates For. Here, you will see a list of all of the people you have delegate access for.
   • Note: The Can Prepare, Can Review Receipts and Receives Emails boxes must be checked in order for the delegate to be able to create expense reports for the employee. If not, the delegate will not have all of the access they need to create expense reports for the employee. The employee the expense report is being created for must go in and check the Can Prepare, Can View Receipts and Receives Emails boxes by navigating to Profile > Profile Settings > Expense Delegates > check the boxes

Additional Information

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